2014 Tax Organizer

An Organizer is a custom made report which contains all your 2013 tax info and helps you compile your 2014 tax information.  It’s useful to remind of you what information you gathered last year so that you can check for the same documents for 2014.  It  can also trigger your memory for all sorts of different information you may need to submit to your tax preparer, such as email, sale of property, estimated payments, etc. Whether you fill out the Organizer completely, or just use it to help you collect all your relevant data, the Organizer is a useful tool for both you and your tax preparer.

If you are a current client, you should have receive your 2014 Organizer by 1/25. If not, or if you have not received on in the past and would like one, please contact us by phone or email Barbara McLeod at [email protected].

If you are a new client, you can click here for a generic organizer that you can print out and use to gather your information.

You can also check out our Client Checklist here.